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Evercore Wealth Management’s Align Technology ALGN Stock Holding History

Evercore Wealth Management’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-65
Closed -$14K – 366
2017
Q4 		$14K Hold
65
– – ﹤0.01% 769
2017
Q3 		$12K Hold
65
– – ﹤0.01% 769
2017
Q2 		$10K Hold
65
– – ﹤0.01% 816
2017
Q1 		$7K Hold
65
– – ﹤0.01% 850
2016
Q4 		$6K Hold
65
– – ﹤0.01% 868
2016
Q3 		$6K Hold
65
– – ﹤0.01% 915
2016
Q2 		$5K Hold
65
– – ﹤0.01% 911
2016
Q1 		$5K Buy
+65
New +$4.26K ﹤0.01% 848

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Evercore Wealth Management's ALGN Position: Q1 2018 in Review

Evercore Wealth Management sold out of Align Technology (ALGN) in Q1 2018, closing a stake of 65 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in ALGN in Q1 2016 and held it in 8 quarters. The position peaked at $14K in Q4 2017. 656 funds tracked by Wall St. Rank hold ALGN as of Q1 2018.

  • Evercore Wealth Management reported no remaining Align Technology position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 65 Align Technology shares in Q1 2018, an estimated $14K.
  • Evercore Wealth Management first reported a position in Align Technology in Q1 2016 and held it in 8 quarters.
  • Evercore Wealth Management's Align Technology position peaked at $14K in Q4 2017.
  • 656 funds tracked by Wall St. Rank held Align Technology as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.